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SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 401k Plan overview

Plan NameSOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN
Plan identification number 001

SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTH SHORE MENTAL HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH SHORE MENTAL HEALTH, INC.
Employer identification number (EIN):042677185
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01ANTONY SHEEHAN2023-03-20
0012020-07-01ANTONY SHEEHAN2022-04-07
0012019-07-01ANTONY SHEEHAN2021-02-18
0012018-07-01ANTONY SHEEHAN2020-03-23
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01STEPHEN A. WOJCIK
0012012-07-01STEPHEN A. WOJCIK
0012011-07-01STEPHEN A. WOJCIK
0012010-07-01STEPHEN A. WOJCIK
0012009-07-01STEPHEN A. WOJCIK

Plan Statistics for SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN

401k plan membership statisitcs for SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN

Measure Date Value
2021: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01957
Total number of active participants reported on line 7a of the Form 55002021-07-01580
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01322
Total of all active and inactive participants2021-07-01902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01902
Number of participants with account balances2021-07-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0112
2020: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,295
Total number of active participants reported on line 7a of the Form 55002020-07-01646
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01305
Total of all active and inactive participants2020-07-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01951
Number of participants with account balances2020-07-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
2019: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,276
Total number of active participants reported on line 7a of the Form 55002019-07-01775
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01514
Total of all active and inactive participants2019-07-011,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-011,289
Number of participants with account balances2019-07-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-015
2018: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,219
Total number of active participants reported on line 7a of the Form 55002018-07-01736
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01524
Total of all active and inactive participants2018-07-011,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-011,260
Number of participants with account balances2018-07-01752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,201
Total number of active participants reported on line 7a of the Form 55002017-07-01683
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01530
Total of all active and inactive participants2017-07-011,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-011,213
Number of participants with account balances2017-07-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-019
2016: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,175
Total number of active participants reported on line 7a of the Form 55002016-07-01689
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01512
Total of all active and inactive participants2016-07-011,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-011,201
Number of participants with account balances2016-07-01752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0110
2015: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,182
Total number of active participants reported on line 7a of the Form 55002015-07-01662
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01507
Total of all active and inactive participants2015-07-011,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011,169
Number of participants with account balances2015-07-01748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,211
Total number of active participants reported on line 7a of the Form 55002014-07-01673
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01503
Total of all active and inactive participants2014-07-011,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,176
Number of participants with account balances2014-07-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0113
2013: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,208
Total number of active participants reported on line 7a of the Form 55002013-07-01695
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01510
Total of all active and inactive participants2013-07-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-011,205
Number of participants with account balances2013-07-01777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-013
2012: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,156
Total number of active participants reported on line 7a of the Form 55002012-07-01680
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01516
Total of all active and inactive participants2012-07-011,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-011,196
Number of participants with account balances2012-07-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,157
Total number of active participants reported on line 7a of the Form 55002011-07-01633
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01518
Total of all active and inactive participants2011-07-011,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-011,151
Number of participants with account balances2011-07-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2010: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-011,155
Total number of active participants reported on line 7a of the Form 55002010-07-01624
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01533
Total of all active and inactive participants2010-07-011,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-011,157
Number of participants with account balances2010-07-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-015
2009: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,138
Total number of active participants reported on line 7a of the Form 55002009-07-01624
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01527
Total of all active and inactive participants2009-07-011,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-011,151
Number of participants with account balances2009-07-01772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Financial Data on SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN

Measure Date Value
2022 : SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-2,527,938
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,634,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,562,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,624,617
Value of total assets at end of year2022-06-30$26,977,708
Value of total assets at beginning of year2022-06-30$31,140,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$72,425
Total interest from all sources2022-06-30$63,288
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$2,172,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$2,172,380
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,185,706
Participant contributions at end of year2022-06-30$104,478
Participant contributions at beginning of year2022-06-30$96,819
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$213,065
Administrative expenses (other) incurred2022-06-30$72,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-4,162,881
Value of net assets at end of year (total assets less liabilities)2022-06-30$26,977,708
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$31,140,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$21,950,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$26,021,659
Interest on participant loans2022-06-30$4,524
Interest earned on other investments2022-06-30$58,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$4,923,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$5,022,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-6,388,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$225,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,562,518
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30PKF JND, P.C.
Accountancy firm EIN2022-06-30043138777
2021 : SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$7,978,205
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,845,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,838,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,307,716
Value of total assets at end of year2021-06-30$31,140,589
Value of total assets at beginning of year2021-06-30$25,008,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$7,885
Total interest from all sources2021-06-30$82,088
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,652,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,652,612
Administrative expenses professional fees incurred2021-06-30$2,479
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,036,521
Participant contributions at end of year2021-06-30$96,819
Participant contributions at beginning of year2021-06-30$70,550
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$47,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$6,132,213
Value of net assets at end of year (total assets less liabilities)2021-06-30$31,140,589
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$25,008,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$26,021,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$19,585,872
Interest on participant loans2021-06-30$3,714
Interest earned on other investments2021-06-30$78,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$5,022,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$5,351,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$4,935,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$223,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,838,107
Contract administrator fees2021-06-30$5,406
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PKF, P.C.
Accountancy firm EIN2021-06-30043138777
2020 : SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$2,867,627
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$2,520,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,515,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,562,219
Value of total assets at end of year2020-06-30$25,008,376
Value of total assets at beginning of year2020-06-30$24,661,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$5,241
Total interest from all sources2020-06-30$111,607
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$920,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$920,072
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,090,901
Participant contributions at end of year2020-06-30$70,550
Participant contributions at beginning of year2020-06-30$70,618
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$243,027
Administrative expenses (other) incurred2020-06-30$5,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$347,191
Value of net assets at end of year (total assets less liabilities)2020-06-30$25,008,376
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$24,661,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$19,585,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$18,599,978
Interest on participant loans2020-06-30$4,811
Interest earned on other investments2020-06-30$106,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$5,351,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$5,990,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$273,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$228,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,515,195
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PKF, P.C.
Accountancy firm EIN2020-06-30043138777
2019 : SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,550,248
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,790,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,785,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,300,326
Value of total assets at end of year2019-06-30$24,661,185
Value of total assets at beginning of year2019-06-30$23,901,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$5,050
Total interest from all sources2019-06-30$107,761
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,350,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$1,350,371
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$233,179
Participant contributions at end of year2019-06-30$70,618
Participant contributions at beginning of year2019-06-30$150,663
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$73,261
Administrative expenses (other) incurred2019-06-30$5,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$759,697
Value of net assets at end of year (total assets less liabilities)2019-06-30$24,661,185
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$23,901,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$18,599,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$17,712,383
Interest on participant loans2019-06-30$7,181
Interest earned on other investments2019-06-30$100,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$5,990,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$6,038,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-208,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$993,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,785,501
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PKF, P.C.
Accountancy firm EIN2019-06-30043138777
2018 : SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$3,221,304
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,736,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,732,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,305,438
Value of total assets at end of year2018-06-30$23,901,488
Value of total assets at beginning of year2018-06-30$22,416,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,045
Total interest from all sources2018-06-30$133,513
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,151,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,151,727
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,046,837
Participant contributions at end of year2018-06-30$150,663
Participant contributions at beginning of year2018-06-30$154,328
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$46,487
Administrative expenses (other) incurred2018-06-30$4,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,484,815
Value of net assets at end of year (total assets less liabilities)2018-06-30$23,901,488
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$22,416,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$17,712,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$15,739,006
Interest on participant loans2018-06-30$8,617
Interest earned on other investments2018-06-30$124,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$6,038,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$6,523,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$630,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$212,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,732,444
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PKF, P.C.
Accountancy firm EIN2018-06-30043138777
2017 : SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$3,548,771
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,293,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,287,370
Expenses. Certain deemed distributions of participant loans2017-06-30$2,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,327,215
Value of total assets at end of year2017-06-30$22,416,673
Value of total assets at beginning of year2017-06-30$20,161,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$4,090
Total interest from all sources2017-06-30$150,830
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$539,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$539,567
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,026,932
Participant contributions at end of year2017-06-30$154,328
Participant contributions at beginning of year2017-06-30$170,261
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$88,143
Administrative expenses (other) incurred2017-06-30$4,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,254,844
Value of net assets at end of year (total assets less liabilities)2017-06-30$22,416,673
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$20,161,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$15,739,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$14,077,603
Interest on participant loans2017-06-30$10,367
Interest earned on other investments2017-06-30$140,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$6,523,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$5,913,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,531,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$212,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,287,370
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30PKF, P.C.
Accountancy firm EIN2017-06-30043138777
2016 : SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,341,693
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,337,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,333,304
Value of total corrective distributions2016-06-30$408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,238,063
Value of total assets at end of year2016-06-30$20,161,829
Value of total assets at beginning of year2016-06-30$20,158,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,235
Total interest from all sources2016-06-30$156,352
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$701,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$701,442
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$967,958
Participant contributions at end of year2016-06-30$170,261
Participant contributions at beginning of year2016-06-30$177,623
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$51,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$3,746
Value of net assets at end of year (total assets less liabilities)2016-06-30$20,161,829
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$20,158,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$14,077,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$14,517,855
Interest on participant loans2016-06-30$13,904
Interest earned on other investments2016-06-30$142,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$5,913,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$5,462,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-754,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$218,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,333,304
Contract administrator fees2016-06-30$4,235
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PKF, P.C.
Accountancy firm EIN2016-06-30043138777
2015 : SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,933,476
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,203,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,201,842
Value of total corrective distributions2015-06-30$546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,130,085
Value of total assets at end of year2015-06-30$20,158,083
Value of total assets at beginning of year2015-06-30$19,428,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,610
Total interest from all sources2015-06-30$176,836
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,217,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,217,543
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$949,790
Participant contributions at end of year2015-06-30$177,623
Participant contributions at beginning of year2015-06-30$189,378
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$2,151
Administrative expenses (other) incurred2015-06-30$1,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$729,478
Value of net assets at end of year (total assets less liabilities)2015-06-30$20,158,083
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$19,428,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$14,517,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$13,996,824
Interest on participant loans2015-06-30$17,069
Interest earned on other investments2015-06-30$159,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$5,462,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$5,242,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-590,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$178,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,201,842
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30PKF, P.C.
Accountancy firm EIN2015-06-30043138777
2014 : SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$4,099,339
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,113,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,104,439
Expenses. Certain deemed distributions of participant loans2014-06-30$2,403
Value of total corrective distributions2014-06-30$5,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,514,364
Value of total assets at end of year2014-06-30$19,428,605
Value of total assets at beginning of year2014-06-30$16,442,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,105
Total interest from all sources2014-06-30$175,041
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$914,785
Participant contributions at end of year2014-06-30$189,378
Participant contributions at beginning of year2014-06-30$202,458
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$419,497
Administrative expenses (other) incurred2014-06-30$1,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,985,764
Value of net assets at end of year (total assets less liabilities)2014-06-30$19,428,605
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$16,442,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$13,996,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$11,064,049
Interest on participant loans2014-06-30$18,583
Interest earned on other investments2014-06-30$156,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$5,242,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$5,176,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,409,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$180,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,104,439
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30PKF, P.C.
Accountancy firm EIN2014-06-30043138777
2013 : SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,680,059
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$728,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$702,496
Expenses. Certain deemed distributions of participant loans2013-06-30$22,301
Value of total corrective distributions2013-06-30$2,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$958,321
Value of total assets at end of year2013-06-30$16,442,841
Value of total assets at beginning of year2013-06-30$14,491,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,275
Total interest from all sources2013-06-30$163,282
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$159,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$159,868
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$822,247
Participant contributions at end of year2013-06-30$202,458
Participant contributions at beginning of year2013-06-30$157,831
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$4,141
Administrative expenses (other) incurred2013-06-30$1,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,951,805
Value of net assets at end of year (total assets less liabilities)2013-06-30$16,442,841
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$14,491,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$11,064,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$9,590,148
Interest on participant loans2013-06-30$14,844
Interest earned on other investments2013-06-30$148,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$5,176,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$4,743,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,398,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$131,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$702,496
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PKF, P.C.
Accountancy firm EIN2013-06-30043138777
2012 : SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,087,401
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$591,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$590,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$974,538
Value of total assets at end of year2012-06-30$14,491,036
Value of total assets at beginning of year2012-06-30$13,995,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,190
Total interest from all sources2012-06-30$150,857
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$799,036
Participant contributions at end of year2012-06-30$157,831
Participant contributions at beginning of year2012-06-30$158,124
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$15,389
Administrative expenses (other) incurred2012-06-30$1,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$495,928
Value of net assets at end of year (total assets less liabilities)2012-06-30$14,491,036
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$13,995,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$9,590,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$9,512,033
Interest on participant loans2012-06-30$13,537
Interest earned on other investments2012-06-30$137,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$4,743,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$4,324,951
Net investment gain/loss from pooled separate accounts2012-06-30$-37,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$160,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$590,283
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PKF, P.C.
Accountancy firm EIN2012-06-30043138777
2011 : SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$3,179,523
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$940,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$926,581
Expenses. Certain deemed distributions of participant loans2011-06-30$4,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$898,643
Value of total assets at end of year2011-06-30$13,995,108
Value of total assets at beginning of year2011-06-30$11,756,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$9,916
Total interest from all sources2011-06-30$134,170
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$747,994
Participant contributions at end of year2011-06-30$158,124
Participant contributions at beginning of year2011-06-30$112,699
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$9,326
Administrative expenses (other) incurred2011-06-30$9,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,238,613
Value of net assets at end of year (total assets less liabilities)2011-06-30$13,995,108
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$11,756,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$9,512,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$7,675,020
Interest on participant loans2011-06-30$11,243
Interest earned on other investments2011-06-30$122,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$4,324,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$3,968,776
Net investment gain/loss from pooled separate accounts2011-06-30$2,146,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$141,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$926,581
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30PKF, P.C.
Accountancy firm EIN2011-06-30043138777
2010 : SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN

2021: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61740-1
Policy instance 2
Insurance contract or identification numberMR 61740-1
Number of Individuals Covered412
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192623-030
Policy instance 1
Insurance contract or identification number192623-030
Number of Individuals Covered134
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192623-030
Policy instance 1
Insurance contract or identification number192623-030
Number of Individuals Covered134
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61740-1
Policy instance 2
Insurance contract or identification numberMR 61740-1
Number of Individuals Covered410
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61740-1
Policy instance 2
Insurance contract or identification numberMR 61740-1
Number of Individuals Covered638
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192623-030
Policy instance 1
Insurance contract or identification number192623-030
Number of Individuals Covered125
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192623-030
Policy instance 2
Insurance contract or identification number192623-030
Number of Individuals Covered141
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ033
Policy instance 1
Insurance contract or identification numberVFZ033
Number of Individuals Covered0
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61740-1
Policy instance 3
Insurance contract or identification numberMR 61740-1
Number of Individuals Covered639
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ033
Policy instance 1
Insurance contract or identification numberVFZ033
Number of Individuals Covered61
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61740-1
Policy instance 3
Insurance contract or identification numberMR 61740-1
Number of Individuals Covered646
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192623-030
Policy instance 2
Insurance contract or identification number192623-030
Number of Individuals Covered143
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61740-1
Policy instance 3
Insurance contract or identification numberMR 61740-1
Number of Individuals Covered623
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ033
Policy instance 1
Insurance contract or identification numberVFZ033
Number of Individuals Covered107
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $3,333
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,333
Insurance broker organization code?3
Insurance broker nameBLUE JAMES D
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192623-030
Policy instance 2
Insurance contract or identification number192623-030
Number of Individuals Covered153
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61740-1
Policy instance 3
Insurance contract or identification numberMR 61740-1
Number of Individuals Covered634
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192623-030
Policy instance 2
Insurance contract or identification number192623-030
Number of Individuals Covered153
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ033
Policy instance 1
Insurance contract or identification numberVFZ033
Number of Individuals Covered126
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $21,668
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,333
Insurance broker organization code?3
Insurance broker nameBLUE JAMES D
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ033
Policy instance 1
Insurance contract or identification numberVFZ033
Number of Individuals Covered645
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $35,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,000
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192623-030
Policy instance 2
Insurance contract or identification number192623-030
Number of Individuals Covered159
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ033
Policy instance 1
Insurance contract or identification numberVFZ033
Number of Individuals Covered622
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $11,667
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,667
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192623-030
Policy instance 2
Insurance contract or identification number192623-030
Number of Individuals Covered165
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ033
Policy instance 1
Insurance contract or identification numberVFZ033
Number of Individuals Covered591
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $22,649
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192623-030
Policy instance 2
Insurance contract or identification number192623-030
Number of Individuals Covered169
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192623-030
Policy instance 2
Insurance contract or identification number192623-030
Number of Individuals Covered174
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ033
Policy instance 1
Insurance contract or identification numberVFZ033
Number of Individuals Covered610
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $12,778
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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